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Optimum Investment Advisors’s West Pharmaceutical WST Stock Holding History

Optimum Investment Advisors’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$41K – 903
2022
Q1 		$41K Hold
100
– – 0.02% 474
2021
Q4 		$47K Hold
100
– – 0.02% 477
2021
Q3 		$42K Hold
100
– – 0.02% 485
2021
Q2 		$36K Hold
100
– – 0.01% 578
2021
Q1 		$28K Hold
100
– – 0.01% 615
2020
Q4 		$28K Hold
100
– – 0.01% 574
2020
Q3 		$27K Buy
+100
New +$26.5K 0.01% 556

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Optimum Investment Advisors's WST Position: Q2 2022 in Review

Optimum Investment Advisors sold out of West Pharmaceutical (WST) in Q2 2022, closing a stake of 100 shares — an estimated $41K sold.

Optimum Investment Advisors first reported a position in WST in Q3 2020 and held it in 7 quarters. The position peaked at $47K in Q4 2021. 655 funds tracked by Wall St. Rank hold WST as of Q2 2022.

  • Optimum Investment Advisors reported no remaining West Pharmaceutical position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 West Pharmaceutical shares in Q2 2022, an estimated $41K.
  • Optimum Investment Advisors first reported a position in West Pharmaceutical in Q3 2020 and held it in 7 quarters.
  • Optimum Investment Advisors's West Pharmaceutical position peaked at $47K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.